Long Equity
Long Equity runs a single concentrated investment strategy consisting of value-creating and price-setting companies. He holds a Masters degree in banking and a PhD in quantitative modeling.
⛰️ Consistent and steady growth
📔 New book release
🏦 Allocating capital like Fair Isaac
❄️ December update of the Global Compounders Database
🥕 Stock-based compensation: when do we worry?
I was recently reading through the annual report of Qualys, the cybersecurity company, and stumbled upon the following quote: We understand that providing competitive compensation and benefits plays a critical role in attracting and retaining the best available personnel. That is why we offer robust compensation and benefits to our
🍩 Capital-light compounders ❄️
🍁 November update of the Global Compounders Database
Latest research note: ATOSS Software
Quality growth dashboard
Finding quality in semiconductors
Driving the economy Semiconductors are the foundation of all advanced technology and for developed economies, advanced technology has been the main driver of economic growth over the last few decades. Historically, companies like IBM and Intel designed and manufactured their own chips, and even made the equipment needed to make
There's more than one type of growth
Applied Materials ($AMAT) supplies equipment to the semiconductor industry. Over the last 5 years AMAT has grown. But when we say a company has grown, what precisely does that mean? Companies have many parts to them. Each part can grow at different rates. Let's consider AMAT's